Purchases and Sales Made in Q2 2022 in Select Sector Spdr Fund Health (XLV)

XLV Quotes by TradingView

This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q2 2022. The information is specifically focused on institutions that hold shares of SELECT SECTOR SPDR FUND-HEALTH.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 09, 2022 Q2 2022
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
12.3K
New
$1.47M - $1.75M
12.3K $1.8M
Aug 09, 2022 Q2 2022
Lazard Asset Management LLC

New York, NY
BUY
 -
12.1K
+ 22.19%
$1.45M - $1.72M
66.4K $9.77M
Jul 14, 2022 Q2 2022
Orion Portfolio Solutions, LLC

BUY
 -
11.8K
+ 47.46%
$1.41M - $1.68M
36.5K $5.37M
Aug 08, 2022 Q2 2022
Barings LLC

BUY
 -
11.6K
New
$1.39M - $1.66M
11.6K $1.7M
Aug 15, 2022 Q2 2022
Quest Investment Management LLC

Lake Oswego, OR
BUY
 -
11.4K
New
$1.37M - $1.63M
11.4K $1.68M
Jul 06, 2022 Q2 2022
Capital Investment Advisors, LLC

BUY
 -
11.4K
+ 2.12%
$1.36M - $1.62M
547K $80.5M
Aug 02, 2022 Q2 2022
Treynor Bancshares, Inc.

BUY
 -
11.3K
+ 61.42%
$1.36M - $1.62M
29.8K $4.38M
Jul 15, 2022 Q2 2022
Karp Capital Management Corp

BUY
 -
11.1K
New
$1.33M - $1.59M
11.1K $1.64M
Aug 25, 2023 Q2 2022
Financial & Tax Architects, LLC

St Louis, MO
BUY
 -
11.1K
New
$1.33M - $1.58M
11.1K $1.63M
Jul 13, 2022 Q2 2022
Flagship Harbor Advisors, LLC

BUY
 -
11.1K
+ 26.04%
$1.33M - $1.58M
53.6K $7.88M
Aug 04, 2022 Q2 2022
Ifg Advisory, LLC

BUY
 -
10.6K
+ 62.63%
$1.27M - $1.52M
27.6K $4.05M
Aug 11, 2022 Q2 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
10.5K
+ 12.21%
$1.26M - $1.5M
96.3K $14.2M
Jul 22, 2022 Q2 2022
Round Rock Advisors, LLC

BUY
 -
10.2K
+ 23.99%
$1.23M - $1.46M
52.8K $7.77M
Aug 01, 2022 Q2 2022
Quattro Financial Advisors LLC

BUY
 -
10.1K
+ 12.24%
$1.21M - $1.44M
92.5K $13.6M
Jul 14, 2022 Q2 2022
First Bancorp, Inc

BUY
 -
10.1K
New
$1.21M - $1.44M
10.1K $1.48M
Aug 15, 2022 Q2 2022
Prudential Financial Inc

Newark, NJ
BUY
 -
10.1K
+ 2.87%
$1.21M - $1.44M
361K $53.1M
Aug 03, 2022 Q2 2022
Tuttle Capital Management, LLC

BUY
 -
9.93K
New
$1.19M - $1.42M
9.93K $1.46M
Sep 16, 2022 Q2 2022
Private Trust CO Na

BUY
 -
9.75K
New
$1.17M - $1.39M
9.75K $1.43M
Aug 12, 2022 Q2 2022
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
9.73K
New
$1.17M - $1.39M
9.73K $1.43M
Aug 12, 2022 Q2 2022
Drw Securities, LLC

Chicago, IL
BUY
 -
9.47K
New
$1.14M - $1.35M
9.47K $1.39M
Aug 05, 2022 Q2 2022
Baltimore Washington Financial Advisors, Inc.

BUY
 -
9.41K
+ 6.46%
$1.13M - $1.34M
155K $22.8M
Aug 11, 2022 Q2 2022
Choate Investment Advisors

Boston, MA
BUY
 -
9.4K
+ 31.82%
$1.13M - $1.34M
39K $5.73M
Mar 24, 2023 Q2 2022
Ratio Wealth Group

Denver, CO
BUY
 -
9.04K
New
$1.08M - $1.29M
9.04K $1.33M
Aug 10, 2022 Q2 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
8.95K
+ 65.74%
$1.07M - $1.28M
22.6K $3.32M
Jul 13, 2022 Q2 2022
Granite Bay Wealth Management, LLC

BUY
 -
8.84K
+ 7.82%
$1.06M - $1.26M
122K $17.9M
Jul 28, 2022 Q2 2022
Flynn Zito Capital Management, LLC

BUY
 -
8.77K
New
$1.05M - $1.25M
8.77K $1.29M
Aug 12, 2022 Q2 2022
Commerce Bank

Kansas City, MO
BUY
 -
8.75K
+ 7.79%
$1.05M - $1.25M
121K $17.8M
Jul 11, 2022 Q2 2022
Brookstone Capital Management

BUY
 -
8.63K
+ 64.66%
$1.03M - $1.23M
22K $3.23M
Aug 10, 2022 Q2 2022
Blair William & CO

Chicago, IL
BUY
 -
8.63K
+ 9.38%
$1.03M - $1.23M
101K $14.8M
Dec 26, 2024 Q2 2022
Cypress Capital, LLC

BUY
 -
8.55K
New
$1.03M - $1.22M
8.55K $1.26M
Aug 11, 2022 Q2 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
8.47K
+ 2.29%
$1.02M - $1.21M
378K $55.6M
Aug 15, 2022 Q2 2022
Logan Stone Capital, LLC

Chicago, IL
BUY
 -
8.47K
New
$1.01M - $1.21M
8.47K $1.24M
Aug 15, 2022 Q2 2022
Harrell Investment Partners, LLC

Austin, TX
BUY
 -
8.4K
+ 11.17%
$1.01M - $1.2M
83.6K $12.3M
Aug 05, 2022 Q2 2022
Ascent Group, LLC

BUY
 -
8.31K
+ 49.86%
$997K - $1.19M
25K $3.67M
Jul 13, 2022 Q2 2022
Conservest Capital Advisors, Inc.

BUY
 -
8.1K
+ 1.52%
$971K - $1.16M
541K $79.5M
Jul 25, 2022 Q2 2022
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)

BUY
 -
7.9K
+ 0.85%
$947K - $1.13M
939K $138M
Aug 03, 2022 Q2 2022
Salomon & Ludwin, LLC

BUY
 -
7.84K
+ 6.76%
$939K - $1.12M
124K $18.2M
Jul 15, 2022 Q2 2022
Mc Adam, LLC

BUY
 -
7.79K
+ 254.66%
$934K - $1.11M
10.8K $1.6M
Aug 10, 2022 Q2 2022
Nwam LLC

Mercer Island, WA
BUY
 -
7.75K
+ 43.02%
$929K - $1.11M
25.8K $3.79M
Aug 15, 2022 Q2 2022
Mariner, LLC

Overland Park, KS
BUY
 -
7.61K
+ 6.75%
$913K - $1.09M
120K $17.7M
Aug 11, 2022 Q2 2022
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
7.51K
+ 107.95%
$900K - $1.07M
14.5K $2.13M
Aug 03, 2022 Q2 2022
Fagan Associates, Inc.

BUY
 -
7.45K
+ 115.87%
$894K - $1.06M
13.9K $2.04M
Aug 12, 2022 Q2 2022
Kiwi Wealth Investments Limited Partnership

Wellington, Q2
BUY
 -
7.45K
New
$893K - $1.06M
7.45K $1.09M
Aug 11, 2022 Q2 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
7.43K
+ 5.89%
$891K - $1.06M
134K $19.6M
Jul 08, 2022 Q2 2022
Anderson Hoagland & CO

BUY
 -
7.23K
New
$867K - $1.03M
7.23K $1.06M
Aug 15, 2022 Q2 2022
Callan Capital, LLC

La Jolla, CA
BUY
 -
7.09K
+ 12.08%
$850K - $1.01M
65.8K $9.68M
Aug 15, 2022 Q2 2022
Atom Investors LP

Austin, TX
BUY
 -
7K
+ 5.93%
$839K - $1M
125K $18.4M
Jul 28, 2022 Q2 2022
Zimmermann Investment Management & Planning LLC

BUY
 -
6.99K
+ 43.33%
$837K - $998K
23.1K $3.4M
Aug 12, 2022 Q2 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
6.76K
+ 21.57%
$810K - $965K
38.1K $5.6M

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